141-252083-11
NO. 141-252083-11
THE EPISCOPAL CHURCH, eta!. § IN THE DISTRICT COURT § v. § TARRANT COUNTY, TEXAS § FRANKLIN SALAZAR, eta!. § 141sr JUDICIAL DISTRICT
AFFIDAVIT OF CHAD BATES
On this day personally appeared before me C. Chad Bates, who, after being placed under oath, stated the following: (1) "My name is Christopher Chad Bates. I certify that I am over the age of 18 years, that I never have been convicted of any felony or misdemeanor involving moral turpitude, and that I am fully competent to make this Affidavit.
(2) From 1999 through the present, I have served as a Trustee of the Corporation of the Episcopal Diocese of Fort Worth ("the Corporation"). As a Trustee, I have had extensive personal involvement in cmmection with the properties owned by the Corporation, as well as those properties titled in various parishes, missions, and other organizations affiliated with the Episcopal Diocese of Fort Worth ("the Diocese"). I have negotiated numerous mineral leases for these properties, and have become familiar with the instruments of title pertaining to them. Moreover, I personally and others under my supervision have conducted research and obtained certified copies of title instruments and deeds pertaining to the properties from local authorities in all counties where these properties are situated. As a consequence of all of the foregoing, I have personal knowledge of the facts recited herein, and those facts are h·ue and correct.
(3) Attached to this Affidavit as Exhibits A, B and C are lists of documents previously included in a Joint Appendix and stipulated by the parties in this lawsuit as being h·ue and correct copies of instruments of title, including deeds,
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pertaining to the real property situated within the Episcopal Diocese of Fort Worth.
(4) Exhibit A is a list of insh·uments of title, including deeds, conveyed to the several bishops of the Episcopal Diocese of Dallas that were the subject of the Declaratory Judgment dated August 15, 1984 by the 95th District Court of Dallas County, Texas, in cause number 84-8673, styled "The Episcopal Diocese of Dallas, et a! v. Jim Mattox, Attorney General of Texas." Specifically, all of these properties as of December 31, 1982 stood in the name of the Episcopal Diocese of Dallas or in the name of one of its Bishops as Bishop of Dallas, and all are physically located in the counties of Archer, Bosque, Brown, Clay, Comanche, Cooke, Eastland, Erath, Hamilton, Hill, Hood, Jack, Jolmson, Mills, Montague, Palo Pinto, Parker, Somervell, Stephens, Tarrant, Wichita, Wise, and Young, State of Texas. The intended and actual effect of the Declaratory Judgment was to transfer all such real property within the former Diocese of Dallas to the Corporation of the Episcopal Diocese of Fort Worth. The actual effect of the Declaratory Judgment is evidenced by the several subsequent h·ansfers of certain of the properties by the Corporation to third parties.
(5) As a long-time h·ustee of the Corporation, I have personal knowledge that the Board of Trustees, acting on behalf of the Corporation, has held and managed the real property made the subject of the 1984 Declaratory Judgment, referenced above, in fee simple, free of any encumbrance or burden save and except valid liens created by any deeds of trust that may have been granted and the beneficial interest of those congregations and those institutions and entities affiliated with the Diocese that are in possession and making use of the property, pursuant to Canon 18 and Article 14 of the Diocese's Constitution, which specifically provide that all property within the Diocese shall be held by the Corporation in trust for the use and benefit of those parishes, missions and other diocesan institutions, and which further provide that all property situated within the Diocese is being
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held with no adverse claim of any beneficial interest by any other person or entity, including The Episcopal Church of the United States of America, and that any such claimed beneficial interest is expressly denied. Based on my knowledge of the records of the Corporation, together with my service as a h·ustee of the Corporation, I have personal knowledge that the Corporation has, during the almost 32 years of its existence, held and managed all property of the Corporation without regard to any alleged beneficial trust interest by The Episcopal Church of the United States of America.
(6) Exhibit B is a list of title insh·uments, including deeds, whereby title was vested in an individual parish, mission, or other diocesan institution before the 1984 Declaratory Judgment (except where noted on Exhibit B), and no subsequent conveyance was made by the individual parish, mission, or diocesan institution to the Corporation. Nevertheless, as noted above, conh·ol of all property acquired for use in the Diocese is vested in the Corporation by Canon 18 and Article 14 of the Diocese's Constitution and Canons. Accordingly, the h·ustees of the Corporation consider all such property, whether specifically titled in the Corporation or not, as property owned and controlled by the Corporation.
(7) Exhibit C is a list of title instruments, including deeds, whereby title was conveyed directly in the Corporation after the 1984 Declaratory Judgment.
I swear under penalty of perjury that all of the foregoing statement upon my own personal knowledge and are true and correct. g C,.,," .
AFFIDAVIT OF CHAD BATES PAGE3
141-252083-11
Cause No. 141-252083-11
THE EPISCOPAL CHURCH, ET AL § IN THE DISTRICT COURT § Plaintiffs § § VS. § TARRANT COUNTY,TEXAS § FRANKLIN SALAZAR, ET AL § § Defendants § 141ST JUDICIAL DISTRICT
EXHIBIT A TO AFFIDAVIT OF CHRISTOPHER CHAD BATES
Description Joint Appendix Numbers All Saints’ Wichita Falls JA00873–JA00877 Good Shepherd Wichita Falls JA00887–JA00902 St. Andrew’s Breckenridge JA00903–JA00910 St. Andrew’s Grand Prairie JA00950–JA00956 St. Luke’s Mineral Wells JA00988–JA00993 St. Patrick’s Bowie JA00994–JA01001 St. Paul’s Gainesville JA01018–JA01024 St. Stephen’s Wichita Falls JA01037–JA01046 Trinity Henrietta JA01069–JA01073 All Saints’ Weatherford JA01074–JA01075 St. Luke’s Mineral Wells JA01076–JA01078 All Saints’ Fort Worth JA01099–JA01105 All Saints’ Fort Worth JA01112–JA01120 Unknown Parish Affiliation JA01146–JA01148 Good Shepherd Granbury JA01202–JA01208 Holy Comforter Cleburne JA01216–JA01220 Holy Comforter Cleburne JA01221–JA01231 Holy Spirit Graham JA01232–JA01236 Holy Spirit Graham JA01237–JA01243 Holy Trinity Eastland JA01244–JA01249
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Description Joint Appendix Numbers St. Andrew’s Breckenridge JA01278–JA01287 St. Christopher’s Fort Worth JA01458–JA01463 St. Andrew’s Grand Prairie JA01552–JA01566 St. Gregory’s Mansfield JA01574–JA01580 St. John’s Brownwood JA01581–JA01590 St. John’s Burkburnett JA01597–JA01601 St. John’s Burkburnett JA01602–JA01606 Christ the King Fort Worth JA01665–JA01669 St. Mary’s Hamilton JA01670–JA01676 St. Mary’s Hillsboro JA01677–JA01686 Ascension & St. Mark, Wise County JA01710–JA01714 Ascension & St. Mark, Wise County JA01715–JA01717 Ascension & St. Mark, Wise County JA01720–JA01721 Ascension & St. Mark, Wise County JA01726–JA01731 All Saints’ Wichita Falls JA01736–JA01740 Camp Crucis JA01750–JA01764 Camp Crucis JA01765–JA01779 Good Shepherd Wichita Falls JA01870–JA01876 St. Alban’s Hubbard JA01891–JA01897 St. Alban’s Arlington JA01898–JA01918 St. Andrew’s Breckenridge JA01987–JA01995 St. Andrew’s Fort Worth JA02026–JA02041 St. Andrew’s Fort Worth JA02033–JA02040 St. Andrew’s Fort Worth JA02042–JA02044 St. Anne’s Fort Worth JA02104–JA02111 St. Elizabeth’s Fort Worth JA02112–JA02117 St. John’s Fort Worth JA02123–JA02124 St. John’s Fort Worth JA02125–JA02127 St. Luke’s Mineral Wells JA02201–JA02210 St. Luke in the Meadow Fort Worth JA02250–JA02256 St. Mark’s Arlington JA02280–JA02284
EXHIBIT A TO AFFIDAVIT OF CHRISTOPHER CHAD BATES Page 2 of 3 Error! Unknown document property name.
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Description Joint Appendix Numbers St. Michael’s Richland Hills JA02322–JA02326 St. Peter & St. Paul Arlington JA02327–JA02331 St. Simon’s Fort Worth JA02341–JA02354 St. Simon’s Fort Worth JA02355–JA02361 St. Stephen’s Wichita Falls JA02362–JA02372 St. Timothy’s Fort Worth JA02380–JA02407 St. Vincent’s Bedford JA02408–JA02415 Holy Apostles Fort Worth JA02474–JA02476 Good Shepherd Brownwood JA02481–JA02485 St. Luke’s Weatherford JA02489–JA02490 St. Luke’s Weatherford JA02499–JA02502 St. Paul’s Gainesville JA02503–JA02507
EXHIBIT A TO AFFIDAVIT OF CHRISTOPHER CHAD BATES Page 3 of 3 Error! Unknown document property name.
141-252083-11
Cause No. 141-252083-11
THE EPISCOPAL CHURCH, ET AL § IN THE DISTRICT COURT § Plaintiffs § § VS. § TARRANT COUNTY,TEXAS § FRANKLIN SALAZAR, ET AL § § Defendants § 141ST JUDICIAL DISTRICT
EXHIBIT B TO AFFIDAVIT OF CHRISTOPHER CHAD BATES
Description Joint Appendix Numbers St. Andrew’s Breckenridge JA00917–JA00921 All Saints’ Fort Worth JA01079–JA01098 St. Andrew’s Breckenridge JA01261–JA01271 St. Andrew’s Fort Worth JA01298–JA01313 St. Andrew’s Permanent Fund, Fort Worth JA01314–JA01319 St. Andrew’s Fort Worth - Post Declaratory Judgment JA01317–JA01319 St. Andrew’s Fort Worth JA01732–JA01733 All Saints’ Weatherford JA01865–JA01869 St. Alban’s School Arlington JA01963–JA01986 All Saints’ School Fort Worth JA01996–JA02007 St. Andrew’s Fort Worth JA02026–JA02027 St. Andrew’s Fort Worth JA02039–JA02040 St. Andrew’s Fort Worth JA02045–JA02046 St. Andrew’s Fort Worth JA02049–JA02103 St. John’s Fort Worth JA02118–JA02154 St. Timothy’s Fort Worth JA02405–JA02407
EXHIBIT B TO AFFIDAVIT OF CHRISTOPHER CHAD BATES Solo Page Error! Unknown document property name.
141-252083-11
Cause No. 141-252083-11
THE EPISCOPAL CHURCH, ET AL § IN THE DISTRICT COURT § Plaintiffs § § VS. § TARRANT COUNTY,TEXAS § FRANKLIN SALAZAR, ET AL § § Defendants § 141ST JUDICIAL DISTRICT
EXHIBIT C TO AFFIDAVIT OF CHRISTOPHER CHAD BATES
Description Joint Appendix Numbers St. John’s Fort Worth Ascension & St. Mark, Wise County JA00878–JA00886 St. Andrew’s Breckenridge JA00911–JA00916 St. Andrew’s Grand Prairie JA00922–JA00928 St. Andrew’s Grand Prairie JA00929–JA00949 St. Joseph’s Grand Prairie JA00957–JA00981 St. Luke’s Mineral Wells JA00982–JA00987 St. Paul’s Gainesville JA01002–JA01017 St. Luke’s Mineral Wells JA01025–JA01036 St. Thomas Jacksboro JA01047–JA01068 All Saints’ Fort Worth JA01106–JA01111 All Saints’ Weatherford JA01121–JA01142 Good Shepherd Granbury JA01186–JA01201 Our Lady of the Lake, Laguna Park JA01250–JA01260 St. Andrew’s Breckenridge JA01272–JA01277 St. Andrew’s Grand Prairie JA01388–JA01416 St. Anthony’s Alvarado JA01432–JA01448 St. Barnabas Fort Worth JA01449–JA01457 St. Francis Willow Park JA01464–JA01470 Trinity Dublin JA01471–JA01476
EXHIBIT C TO AFFIDAVIT OF CHRISTOPHER CHAD BATES Page 1 of 2 Error! Unknown document property name.
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Description Joint Appendix Numbers Holy Apostles Fort Worth JA01485–JA01492 Iglesia San Juan Fort Worth JA01493–JA01499 Iglesia San Miguel Fort Worth JA01500–JA01551 St. Francis Willow Park JA01567–JA01573 St. John’s Brownwood JA01591–JA01596 Holy Apostles Fort Worth JA01635–JA01642 St. Mary’s Hillsboro JA01685–JA01686 St. Matthew’s Comanche JA01687–JA01706 Ascension & St. Mark, Wise County JA01741–JA01749 Diocesan Center for Ministry JA01838–JA01864 St. Alban’s Arlington JA01919–JA01962 St. Andrew’s Fort Worth JA02047–JA02048 St. John’s Fort Worth JA02138–JA02143 St. John’s Fort Worth JA02146–JA02154 St. Laurence Southlake JA02183–JA02200 St. Luke in the Meadow JA02257–JA02279 St. Philip’s Arlington JA02332–JA02340 St. Stephen’s Hurst JA02373–JA02379 St. Luke’s Mineral Wells JA02491–JA02498
EXHIBIT C TO AFFIDAVIT OF CHRISTOPHER CHAD BATES Page 2 of 2 Error! Unknown document property name.